Why Diversifying Your Portfolio is Important

by Jeff Talarico on
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If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

  1. A...

Planned Giving Goes Further

by Jeff Talarico on
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There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

How to Protect Your Personal Data Online

by Jeff Talarico on
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Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter. And while we commonly hear about breaches from these large, global organizations, it’s...

Start Saving for Retirement Today

by Talarico and Associates on
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Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.

If you’ve planned for your retirement, you’ll likely have a good stash of funds saved.  But the unfortunate news is that according to...

Avoiding Retirement Woes

by Talarico and Associates on
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How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about...

Top 15 Money Management Tips

by Talarico and Associates on
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We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a...